Position in UCB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$114,253
+$21,169 QoQ
Shares Held
3,256
+10.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 370 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $72,648,702 across 269 Banks - Regional names. UCB ranks #58 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
229,948 | $11,456,009 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
29,556 | $7,277,278 | |
| 3 | TCBK |
Trico Bancshares /
|
129,979 | $6,999,369 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
204,688 | $6,560,250 | |
| 5 | USB |
US Bancorp \De\
|
107,349 | $6,483,879 | |
| 6 | MTB |
M&T Bank Corp
|
24,699 | $5,878,608 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,310 | $4,930,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
32,846 | $1,851,529 |
All Filings in UCB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,253 | 3,256 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $93,084 | 2,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $86,885 | 2,783 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $86,620 | 2,763 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $81,535 | 2,737 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $562 | 20 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $646 | 20 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $581 | 20 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $509 | 20 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $526 | 20 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $585 | 20 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $508 | 20 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||